Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celina? Claim Your ProfileCelina Bradshaw is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Celina has been in the industry since August 1994. Celina is a registered representative in the state of Washington and Texas. Celina's expertise lies in financial planning, portfolio management, and pension consulting for both individuals and businesses. Celina provides a wide range of services including research reports and services, allocation modeling, and performance measurement reports.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
11/27/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SEATTLE WA)
WA
06/02/2000 - 11/22/2006
MCDONALD INVESTMENTS INC. (SEATTLE WA)
CA
08/17/1994 - 05/23/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 11/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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